Pascal Extends Free Wealthtech Bundle for Advisors as They Continue To Adjust To COVID-19 Impacts
Jun29

Pascal Extends Free Wealthtech Bundle for Advisors as They Continue To Adjust To COVID-19 Impacts

Pascal Financial, an emerging wealthtech company, has announced that their digital advisor tech bundle Prevail, which has been offered for free to financial advisors since March 31st, will continue to be free for advisors until September 1st. The digital advisor tech bundle, which includes many of the client engagement modules from Pascal’s fully integrated, AI-powered wealthtech platform, is designed to help advisors engage clients...

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Pascal Welcomes Marksman Asset Management to its Wealthtech Platform
Jun26

Pascal Welcomes Marksman Asset Management to its Wealthtech Platform

Pascal Financial today announced Marksman Asset Management, an Ontario-based Portfolio Manager, has launched on their SaaS wealthtech platform. Markman’s adoption of Pascal’s fully integrated, AI-powered digital wealthtech platform reflects Pascal’s growing presence in the Canadian wealth management sector and is the latest in a series of major announcements the company has made over the first two quarters of 2020. Pascal’s intuitive...

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Pascal Announces Integration with Fidelity Clearing Canada
Jun03

Pascal Announces Integration with Fidelity Clearing Canada

Pascal Financial, an emerging wealthtech company, has announced their AI-powered platform now offers integration with Fidelity Clearing Canada (FCC). Combining Pascal’s SaaS platform — Canada’s only fully integrated, AI-powered wealth management platform with active behavioural finance and FCC’s custody and clearing services creates a seamless, highly-intuitive wealth management solution. Working with Pascal, Portfolio Managers and...

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